Personal Finance

• Personal Accounting and Self Assessment Tax Returns
• Capital Gains Tax
• Inheritance Tax
• Property Tax

Personal Accounting and Self Assessment Tax Returns

Personal taxation is complex and legislation changes regularly so it’s hard to get peace of mind knowing that your financial affairs are being handled accurately, on time and in a tax-efficient way.

With WDM you’ll receive a tailored personal tax service which offers sound advice and support for personal tax planning and with completion of self-assessment tax returns. We will also prepare personal income tax returns with all necessary forms and schedules and tax vouchers if needed.

We have a good working relationship with HMRC which, combined with our detailed understanding of your individual circumstances, ensures we create a tax strategy that works to your best advantage.

We can help you with:

• Self assessment tax returns
• Mitigating your tax liability
• Income and expenditure accounts
• Budgeting
• Payment scheduling
• Cashflow analysis

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Capital Gains Tax

Our personal accounting clients are typically high net worth and require high, quality advice and assistance from proven personal finance specialists to help protect their assets and minimise tax.

WDM’s tax advisers can help to reduce the amount of tax payable with careful planning while ensuring that maximum tax relief is obtained where available.

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Inheritance Tax

You’ve invested a lot of hard work and effort on building your estate throughout your lifetime and want to protect its succession and safeguard your heir’s inheritance in the event of your death.
WDM provide a professional, sensitive service and reliable Inheritance Tax advice and planning that could help you pay less tax on your estate.

With careful planning we can help you to take advantage of the available tax opportunities ensuring that your beneficiaries receive the maximum amount possible.

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Property Tax

Ownership of and investment in property has a variety of different tax implications, so an appropriate tax plan is essential in order to minimise capital gains tax, maximise allowable expenses, reduce tax on jointly-owned properties to ensure you get a return on your investment.

Our advisers will also ensure that you are taking advantage any available tax breaks such as:

• Equipment allowances
• Concessions for furnished holiday lettings
• Rent-a-room relief

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